Talisman Wealth Advisors LLC Purchases in Q1 2025

Talisman Wealth Advisors LLC

  • $97.5 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
30.5K
+ 221.71%
$78.51 - $80.11 $2.4M - $2.44M
44.3K $3.49M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
155K
+ 310.73%
$27.01 - $28.54 $4.18M - $4.42M
205K $5.72M
DGRO
Ishares Core Dividend Growth E

ETFs
18.5K
+ 20.63%
$60.46 - $64.42 $1.12M - $1.19M
108K $6.69M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
10.9K
New
$60.91 - $71.4 $663K - $777K
10.9K $676K
IWF
Ishares Russell 1000 Gr ETF

ETFs
2.23K
+ 17.93%
$360.07 - $417.26 $803K - $930K
14.7K $5.29M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.54K
New
$64.88 - $72.1 $489K - $543K
7.54K $495K
MSFT
Microsoft Corp

Technology
2.26K
+ 33.43%
$375.39 - $447.2 $848K - $1.01M
9.02K $3.38M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.4K
+ 7.46%
$126.11 - $135.06 $429K - $459K
49K $6.32M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
5.97K
+ 27.2%
$67.08 - $76.14 $400K - $454K
27.9K $2.06M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8K
New
$48.06 - $53.73 $384K - $430K
8K $390K
IVW
Ishares S&P 500 Growth ETF

ETFs
3.49K
+ 159.9%
$92.45 - $106.69 $323K - $372K
5.67K $526K
EFG
Msci Eafe Growth ETF

ETFs
2.92K
New
$96.1 - $106.37 $281K - $311K
2.92K $292K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.81K
New
$56.17 - $59.71 $270K - $287K
4.81K $275K
MBB
Ishares Tr

ETFs
2.54K
New
$90.37 - $94.08 $229K - $238K
2.54K $237K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
10.1K
New
$22.46 - $23.26 $227K - $235K
10.1K $233K
ET
Energy Transfer LP

Energy
12.1K
New
$17.26 - $21.08 $209K - $255K
12.1K $224K
MO
Altria Group, Inc.

Consumer Defensive
3.68K
New
$50.81 - $60.02 $187K - $221K
3.68K $220K
VZ
Verizon Communications Inc

Communication Services
4.54K
+ 51.92%
$37.81 - $46.49 $172K - $211K
13.3K $602K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
376
New
$442.66 - $534.52 $166K - $201K
376 $200K
EFV
Msci Eafe Value ETF

ETFs
2.25K
+ 52.19%
$51.88 - $60.73 $117K - $137K
6.56K $386K
JNJ
Johnson & Johnson

Healthcare
207
+ 1.6%
$142.06 - $167.7 $29.4K - $34.7K
13.2K $2.18M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
1.55K
+ 30.17%
$59.79 - $67.15 $92.9K - $104K
6.7K $406K
WFC
Wells Fargo & Company

Financial Services
53
+ 1.17%
$66.78 - $81.42 $3.54K - $4.32K
4.58K $328K
HDV
Ishares Core High Dividend ETF

ETFs
353
+ 4.67%
$110.86 - $121.12 $39.1K - $42.8K
7.91K $958K
XLU
Utilities Sector Spdr

ETFs
762
+ 14.98%
$74.7 - $80.27 $56.9K - $61.2K
5.85K $461K
BSX
Boston Scientific Corp

Healthcare
11
+ 0.38%
$89.38 - $106.18 $983 - $1.17K
2.91K $293K
AMZN
Amazon Com Inc

Consumer Cyclical
149
+ 3.24%
$190.26 - $242.06 $28.3K - $36.1K
4.74K $902K
IWD
Ishares Russell 1000 Val ETF

ETFs
268
+ 10.82%
$182.82 - $196.21 $49K - $52.6K
2.75K $516K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
236
+ 7.04%
$196.12 - $229.48 $46.3K - $54.2K
3.59K $725K
XLRE
Select Sector Spdr Tr Real Est

ETFs
2.06K
+ 10.99%
$39.18 - $43.52 $80.7K - $89.7K
20.8K $871K
IBM
International Business Machines Corp

Technology
1
+ 0.1%
$217.4 - $264.74 $217 - $265
973 $241K
CRM
Salesforce, Inc.

Technology
93
+ 12.25%
$268.36 - $359.95 $25K - $33.5K
852 $228K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.32%
$890.62 - $1076.86 $891 - $1.08K
318 $300K
IEMG
Ishares Inc

ETFs
317
+ 4.93%
N/A
6.75K $362K
XLV
Select Sector Spdr Fund Health

ETFs
421
+ 7.23%
$137.61 - $149.68 $57.9K - $63K
6.24K $911K
VIG
Vanguard Dividend Appreciation

ETFs
59
+ 0.68%
N/A
8.72K $1.59M
Pimco ETF Tr
71.2K
New
N/A
71.2K $0
GOOG
Alphabet Inc.

Communication Services
171
+ 5.41%
$156.06 - $207.71 $26.7K - $35.5K
3.33K $520K
PEP
Pepsico Inc

Consumer Defensive
124
+ 7.78%
$142.64 - $156.42 $17.7K - $19.4K
1.72K $257K
VGT
Vanguard Information Technolog

ETFs
17
+ 2.57%
$542.38 - $646.34 $9.22K - $11K
678 $367K
GOOGL
Alphabet Inc.

Communication Services
95
+ 2.11%
$154.33 - $206.19 $14.7K - $19.6K
4.59K $710K
IWB
Ishares Tr Russell 1000 ETF

ETFs
9
+ 0.17%
$302.31 - $337.54 $2.72K - $3.04K
5.22K $1.6M
VTI
Vanguard Total Stock Market Et

ETFs
52
+ 0.64%
$271.18 - $303.12 $14.1K - $15.8K
8.18K $2.25M
AAPL
Apple Inc.

Technology
370
+ 2.87%
$209.68 - $247.1 $77.6K - $91.4K
13.3K $2.95M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
103
+ 0.47%
$78.0 - $84.37 $8.03K - $8.69K
22K $1.76M
DD
Du Pont De Nemours, Inc.

Basic Materials
42
+ 0.82%
$72.7 - $84.32 $3.05K - $3.54K
5.18K $387K
ORCL
Oracle Corp

Technology
15
+ 0.5%
$139.81 - $186.47 $2.1K - $2.8K
3.03K $423K
Activity Summary
Buys All Purchases 48 New Holdings 12 Increased Positions 36 Sells All Sells 53 Reductions 53 Sold out 0 Options Calls 0 Puts 0
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